RSWM
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Robertson Stephens Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Robertson Stephens Wealth Management’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-107,226
Closed -$2.24M – 586
2025
Q1 		$2.24M Buy
+107,226
New +$2.06M 0.08% 183

Other funds holding RWM

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Robertson Stephens Wealth Management's RWM Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q2 2025, closing a stake of 107,226 shares — an estimated $2.24M sold.

Robertson Stephens Wealth Management first reported a position in RWM in Q1 2025 and held it in 1 quarter. The position peaked at $2.24M in Q1 2025. 37 funds tracked by Wall St. Rank hold RWM as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining ProShares Short Russell2000 position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 107,226 ProShares Short Russell2000 shares in Q2 2025, an estimated $2.24M.
  • Robertson Stephens Wealth Management first reported a position in ProShares Short Russell2000 in Q1 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's ProShares Short Russell2000 position peaked at $2.24M in Q1 2025.
  • 37 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.